SGI
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Summit Global Investments’s National Health Investors NHI Stock Holding History

Summit Global Investments’s Portfolio NHI Stock Details NHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,915
Closed -$971K – 268
2019
Q4 		$971K Buy
11,915
+970
+9% +$79.4K 0.11% 131
2019
Q3 		$902K Buy
10,945
+1,645
+18% +$134K 0.1% 137
2019
Q2 		$726K Buy
9,300
+600
+7% +$46.6K 0.09% 180
2019
Q1 		$683K Sell
8,700
-600
-6% -$47.7K 0.09% 185
2018
Q4 		$703K Buy
+9,300
New +$701K 0.11% 137

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return